Sugarloaf Wealth Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Sugarloaf Wealth Management’s Portfolio PEY Stock Details PEY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.15M	Buy	53,901 +121	+0.2%	+$2.66K	0.22%	48
2024 Q3	$1.18M	Buy	53,780 +116	+0.2%	+$2.45K	0.22%	50
2024 Q2	$1.05M	Buy	53,664 +112	+0.2%	+$2.24K	0.21%	52
2024 Q1	$1.11M	Buy	53,552 +124	+0.2%	+$2.5K	0.23%	51
2023 Q4	$1.13M	Buy	53,428 +167	+0.3%	+$3.25K	0.27%	48
2023 Q3	$1.02M	Buy	53,261 +112	+0.2%	+$2.23K	0.26%	51
2023 Q2	$1.02M	Buy	53,149 +9,925	+23%	+$191K	0.24%	50
2023 Q1	$861K	Hold	43,224	–	–	0.21%	53
2022 Q4	$894K	Sell	43,224 -91	-0.2%	-$1.86K	0.22%	50
2022 Q3	$806K	Hold	43,315	–	–	0.21%	55
2022 Q2	$890K	Hold	43,315	–	–	0.22%	49
2022 Q1	$946K	Hold	43,315	–	–	0.22%	46
2021 Q4	$912K	Hold	43,315	–	–	0.22%	48
2021 Q3	$858K	Hold	43,315	–	–	0.23%	49
2021 Q2	$895K	Buy	43,315 +43,290	+173,160%	+$906K	0.24%	49
2021 Q1	$877	Sell	25 -43,290	-100%	-$817K	0.26%	48
2020 Q4	$753K	Hold	43,315	–	–	0.25%	50
2020 Q3	$622K	Hold	43,315	–	–	0.23%	55
2020 Q2	$624K	Hold	43,315	–	–	0.24%	54
2020 Q1	$561K	Hold	43,315	–	–	0.25%	57
2019 Q4	$823K	Buy	+43,315	New	+$796K	0.35%	50

Other funds holding PEY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Sugarloaf Wealth Management's PEY Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 0.22% in Q4 2024, buying an estimated $2.66K and bringing the position to 53,901 shares worth $1.15M. The position accounts for 0.22% of the portfolio, ranked #48.

Sugarloaf Wealth Management first reported a position in PEY in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.18M in Q3 2024. 201 funds tracked by Wall St. Rank hold PEY as of Q4 2024.

Sugarloaf Wealth Management held 53,901 shares of Invesco High Yield Equity Dividend Achievers ETF worth $1.15M as of Q4 2024.
Sugarloaf Wealth Management bought 121 Invesco High Yield Equity Dividend Achievers ETF shares in Q4 2024, an estimated $2.66K.
Invesco High Yield Equity Dividend Achievers ETF made up 0.22% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #48 holding.
Sugarloaf Wealth Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $1.18M in Q3 2024.
201 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.